Growth
Growth: scaling AI-native companies
Scaling capital and operating depth for AI-native companies with real customer traction and clear momentum.
Who it is for
Who Growth is for
This stage is for companies that have found their market. Customers are paying, demand is repeating and the team now has to scale without breaking what works.
Scaling an AI-native company is different. Costs move with usage, quality has to be measured and the data advantage must keep compounding.
We are most useful when a founder already knows the next hard problem and wants a partner who has faced it. If that is you, tell us what it is.
What we look for
What we look for
Repeatable demand
Customers stay and expand. Growth does not rest on a few large one-off deals.
A compounding data edge
More usage makes the product better and harder to copy.
Margins that hold
Gross margin stays sound as volume grows and model costs change.
Management depth
A team that can hire leaders, delegate and keep its standards as it grows.
Measured quality
The company knows how well its models perform and can show it to customers.
Capital discipline
Spending follows evidence. The plan explains what the capital changes.
How we work
How we work with the company
At this stage the work shifts from finding the product to building the machine around it.
- Hiring. Senior leaders in engineering, data, sales and finance.
- Go-to-market. Moving from founder-led sales to a team, a pipeline and a pricing model.
- Data and infrastructure. Reliability, evaluation, cost per request and security at larger scale.
- Later capital. Planning the next financing, and in time the route to a lasting independent company.
We bring capital and operators who have run companies through the same stage. We share what we have seen, and the decisions remain yours.
Read more: data moats, real or hype and measuring AI ROI. Earlier stage? See Startup.
What we do not do
What we do not do
Process
How it works
Intro note
Tell us about the company, its customers and what you want capital to change.
First conversation
We talk through the business with you, including where it is strong and where it is stretched.
Working session
We look at the numbers and the product together, for example margins, usage and your plan for the next year.
Decision with feedback
We tell you yes or no, with feedback either way. We aim to reply within two business days at every step.
FAQ
Frequently asked questions
How is Growth different from Startup?
Growth is for companies with real customers and revenue. The questions move from whether the product works to whether the business scales.
Do you take a board seat?
That is a conversation for the working session. We agree how we will work together before any decision is made.
Can we speak with you before we raise?
Yes. Many useful conversations happen before a round is set. Start a conversation and say where you are.
Contact
Building, running or selling an AI-native business?
Tell us a little about it. We aim to reply within two business days.